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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,634 | $59,813-87.2% | $79,580-90.4% | $68,486-88.9% |
| Participation rate | 91.1% | 61.1%+30.0pp | 69.5%+21.6pp | 67.9%+23.2pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.15%-0.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,485 | $1,505-1.4% | $2,413-38.5% | $2,597-42.8% |
| Participant deferral / active EE | $4,732 | $3,024+56.4% | $3,985+18.7% | $4,028+17.5% |
| Admin fee / account holder | $39 | $4,835-99.2% | $6,835-99.4% | $5,404-99.3% |